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CRM hygiene: stages, data and aging rules v1.0.0

Use this resource to make sales pipeline data reliable before a review

New

  • 353 downloads
  • 103 likes
  • 228 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install crm-pipeline-data-quality

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent writes the entry and exit criteria for each stage, checks completeness (next step, dates, contacts, products), sets aging thresholds and escalations, then plans exception handling. You get a CRM playbook the team can apply.

Mostly picked by

Updated November 2, 2026

Card for the “CRM hygiene: stages, data and aging rules” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: five-point framework, from stage definitions to monitoring
  • SKILL.md: mandatory field templates and escalation rules

Good fit for

  • Your sales forecasts rely on poorly filled stages
  • You are preparing a pipeline review for leadership

Not for

    Tags

    • crm
    • pipeline
    • sales data
    • forecasting

    About

    You say

    “Define the criteria for each stage of my pipeline and the mandatory fields before the monthly review.”

    Card for the “CRM hygiene: stages, data and aging rules” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to make sales pipeline data reliable before a review
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/sales-pipeline/skills/crm-hygiene
    Licence
    Apache-2.0

    Notice

    « crm-hygiene » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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